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1,227 hedge funds and large institutions have $25.1B invested in Hershey in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 440 increasing their positions, 385 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

40% more call options, than puts

Call options by funds: $273M | Put options by funds: $195M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 385

1% more funds holding

Funds holding: 1,2101,227 (+17)

1.27% more ownership

Funds ownership: 76.49%77.75% (+1.3%)

5% more capital invested

Capital invested by funds: $24B → $25.1B (+$1.13B)

Holders
1,227
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
21.14%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
106
Increased
440
Reduced
385
Closed
69
Calls
$273M
Puts
$195M
Net Calls
+$78.3M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
WAL
976
W Advisors LLC
Tennessee
$241K
WTB
977
Washington Trust Bank
Washington
$240K
SFG
978
Sage Financial Group
Pennsylvania
$239K
W
979
WealthOne
New York
$237K -$44.6K -199 -16%
VCAM
980
Van Cleef Asset Management
Ohio
$237K -$3.36K -15 -1%
HFM
981
Harvest Fund Management
China
$237K +$128K +570 +113%
KFGK
982
Keystone Financial Group (Kentucky)
Kentucky
$237K +$241K +1,075 New
APP
983
Avantax Planning Partners
Iowa
$236K
DJSG
984
D.J. St. Germain
Massachusetts
$236K
SS
985
Simplicity Solutions
Minnesota
$235K +$239K +1,067 New
BCCM
986
Bridge Creek Capital Management
Massachusetts
$234K
AWA
987
Arkadios Wealth Advisors
Georgia
$234K +$238K +1,063 New
BB
988
Bell Bank
North Dakota
$231K -$6.05K -27 -3%
YIA
989
YHB Investment Advisors
Connecticut
$231K
AIM
990
Anchor Investment Management
South Carolina
$230K
DA
991
Dillon & Associates
Michigan
$229K +$5.6K +25 +2%
BTWM
992
Baker Tilly Wealth Management
Wisconsin
$228K +$19.3K +86 +9%
AWP
993
Accretive Wealth Partners
New Jersey
$227K
RCM
994
Radnor Capital Management
Pennsylvania
$226K
WB
995
WesBanco Bank
West Virginia
$224K -$89.6K -400 -28%
SWA
996
Stratos Wealth Advisors
Ohio
$224K -$58.3K -260 -20%
CPA
997
Court Place Advisors
Maryland
$224K
SBH
998
Segall Bryant & Hamill
Illinois
$224K
EFSCE
999
Enterprise Financial Services Corp (EFSC)
Missouri
$223K +$3.59K +16 +2%
CI
1000
CX Institutional
Indiana
$221K -$427K -1,906 -65%

HSY Hedge Fund Activity: Q3 2022 in Review

1,227 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2022, worth a combined $25.1B — up 4.7% from $24B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HSY positions and 69 closed out — a net gain of 37 holders — while 440 added to existing stakes and 385 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $285M. The largest seller was Ameriprise, cutting an estimated $308M.

  • 1,227 institutional investors held Hershey (HSY) as of Q3 2022, up from 1,210 in Q2 2022.
  • Funds reported $25.1B of Hershey stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 106 funds opened new Hershey positions in Q3 2022 and 69 closed out, a net change of +37 holders.
  • The largest Hershey buyer in Q3 2022 was Janus Henderson Group, an estimated $285M added.
  • The largest Hershey seller in Q3 2022 was Ameriprise, an estimated $308M sold.

Based on aggregated 13F filings for Q3 2022.